Strategic Consultant, Training Services

Engage fi

. Provide guidance, expertise, and support to Engage fi clients as a strategic partner and training subject matter expert .

Posted 10/2/2026full-timeRemote • Florida • United StatesSeniorLead💰 $107,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in training design, facilitation, and implementation, with a strong focus on core banking conversions and vendor management. Proven ability to build client relationships, manage complex projects, and deliver effective training solutions in a collaborative environment.

Highest-signal resume keywords

Training Design and FacilitationProject Management ProficiencyCore Banking Conversion FamiliarityVendor Management ExperienceStrong Verbal and Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training Needs AssessmentProject Scope ManagementBudget TrackingChange ManagementCritical ThinkingProblem-SolvingClient Relationship ManagementRFP DevelopmentOperational ReadinessDigital Platform Conversions

Soft Skills

Intrapersonal SkillsTime ManagementCollaborationPersuasive CommunicationPresentation Skills

Tools & Technologies

Microsoft Office SuiteSmartsheetCRM PlatformsProject Artifacts Development

Certifications & Qualifications

Bachelor's Degree in Business Administration or Related Field

Industry Keywords

Credit UnionBankingPaymentsVendor IndustryMarket TrendsCompliance RequirementsClient ExperienceOperational Processes

About the role

Key responsibilities & impact

Provide guidance, expertise, and support to Engage fi clients as a strategic partner and training subject matter expert
Support critical transformation initiatives, including core and digital conversions and mergers and acquisitions
Assess, design, and implement training strategies for seamless transitions, optimized client experience, and operational readiness
Build and maintain strong client relationships by analyzing needs, recommending solutions, and guiding internal stakeholders
Oversee complex client projects and apply industry best practices to execute strategies and mitigate risk
Develop, customize, and maintain project artifacts such as RFPs and project timelines
Maintain project scope, schedule, and budget according to the statement of work
Facilitate project workshops, vendor sessions, project meetings, and other critical project events and communications
Provide subject matter expertise to track, address, and escalate risks, gaps, and issues
Develop and sustain relationships with strategic vendors
Study financial industry market trends and evaluate vendor solutions, competitors, system updates, and functionality
Conduct training needs assessments aligned with institution-specific goals and compliance requirements
Develop training plans for frontline and back-office staff during core and digital platform conversions
Guide training curricula and delivery methods, including in-person, virtual, and hybrid formats
Assist with change management initiatives and staff adoption
Guide refresher and gap training effectiveness
Assist with process review, improvement, implementation, and development of project artifacts and tools
Track and record project billing hours and budgets
Mentor and train other Engage fi team members

Requirements

What you’ll need

Strong intrapersonal and professional verbal communication skills
Ability to take in information, listen, develop persuasive arguments, and present solutions and recommendations effectively
Ability to put together and deliver presentations and training to clients and facilitate discussions with clients, vendors, and other key third parties
Excellent written and verbal communication skills
Technical knowledge of Smartsheet, Microsoft Office, and PowerPoint; ability to learn other software programs
Evolved problem-solving skills and natural curiosity for solving problems
Advanced critical thinking skills, including what-if analysis and understanding and articulating options and consequences
Ability to manage multiple priorities and strong time-management skills
Ability to organize and prioritize work to achieve required results
Ability to work in a highly collaborative environment
Bachelor's degree in business administration or related field or related experience
10+ years of experience in the credit union, banking, payments, or related vendor industry
Preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity
Deep industry knowledge of core banking and related vendors, solutions, tools, and processes
Experience in training design, facilitation, and implementation
Ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors
Experience facilitating creative problem-solving sessions with leadership teams across different business disciplines
Ability to present complex solutions to senior leadership teams
Exposure to contracts and vendor management
Proficiency in Microsoft Office Suite, Smartsheet, and CRM platforms
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
10-20% travel required

Benefits

Comp & perks

Competitive pay
Incentive programs
401k matching
Unlimited time off plus 11 paid holidays
Medical, dental, and vision health plans with FSA or HSA options
Opportunities to volunteer and give back to the communities we serve
Paid remote work expenses
Career development, trainings, continuous learning, and employee recognition
Team engagement events and activities
Culture of growth and continuous improvement